Faculty Finance Officers' Workshop 2015

Tertiary Education Management Series
Faculty Finance
Officers’
Workshop 2015
An interactive learning experience designed to update
and expand the skillset of faculty finance professionals
This exciting new hands-on course will fast-track the acquisition
and development of key skills and knowledge demanded of faculty
finance professionals.
KEY LEARNING OUTCOMES:
• Gain an understanding of the changing finance environment
within Higher Education and the implications for faculties
• Strategies and tools to achieve more positive engagement
between faculty finance and academic staff to increase efficiency
and deliver better performance outcomes
• Practical strategies for dealing with academics and other nonfinancial managers on a variety of matters
• Overview of typical Higher Education governance and reporting
frameworks
• Understand the bigger picture of finance
• Examine the evolution of faculty budgeting, cost management
and forecasting techniques
• Effective partnering with Faculty Management, Deans,
Department and Divisional Heads
• Emerging skillset of faculty finance professionals
• Increase your confidence and credibility in influencing senior
leadership
WHO WILL ATTEND
Managers and professionals from a variety of tertiary education
intuitions in roles spanning:
• Faculty Finance
• Finance / Accounting
16 February 2015, Melbourne
19 February 2015, Sydney
23 February 2015, Brisbane
EARLY BIRD AND GROUP
DISCOUNTS AVAILABLE
Register & Pay by 18 November 2014 to
receive additional Value Plus Discounts!
Please note participant numbers will
be strictly capped to ensure a quality,
interactive experience for attendees
CPD/CPE Guide
Clock up to 7 hours of structured learning!*
* Check with your local professional association or society for eligibility.
Phone: +61 2 8239 9700
Fax: +61 2 8239 9777
www.liquidlearning.com.au
Booking Code - WN
EXPERT FACILITATOR
Lindsay Dewberry, CPA
• Faculty Business
Principal
• Faculty Management
Panache Training and Consulting
• Budgeting / Strategy /
Planning
• Divisional Management
Faculty Finance Officers’ Workshop 2015
WORKSHOP BACKGROUND
WORKSHOP AGENDA
The tertiary education sector has entered into a new era of
transformation with shifting priorities and emerging commercial
challenges that are global in scale. Faculty finance professionals have
a key operational role to play in achieving organisational success in
this environment.
The changing finance environment within Higher
Education
This practical course has been designed to provide a much needed
toolkit for finance officers and managers in a variety of institutions.
It focuses on the key skills and tools that can provide an immediate
measurable impact upon performance of their faculty. Strategies
and tools to achieve both efficiency and productivity / performance
improvement are also explored.
• The impact of funding reform and heightened competition on University
finance
• Understanding the priorities of the CFO and University leadership
Participants will also benefit from practical guidance on how to
influence and educate faculty management, non-financial managers
and academics on a variety financial management issues. They will
also learn better utilise budgets and financial reports and appreciate
the importance of integration, management responsibility and
accountability.
The majority of attendees in this course will be trained in accounting
/ finance. Other professionals who do not have this training should
consider attending the accompanying course designed for those
without accounting qualifications:
Higher Education Finance for Non Finance Professionals Workshop
2015
INTRODUCING YOUR FACILITATOR
Lindsay Dewberry, CPA
Principal
Panache Training and Consulting
Lindsay Dewberry is the Principal of Panache Training & Consulting
Pty Ltd and is involved in the development and delivery of training
programs across workplace and academic environments.
After completing an economics degree at Monash University,
Lindsay worked for more than 20 years in the financial services
industry, where he held a variety of senior accounting and
management roles while also completing a post graduate
qualification in accounting.
A long standing CPA in his own right, Lindsay commenced his
consulting business in 2000 and has gained significant expertise
in the areas of performance measurement and external accounting.
His experiences span many of the services industries, federal,
state and local governments, higher education, not for profit and
manufacturing sectors, with a significant client base across both
large and small organisations.
• Developing strategic awareness and an understanding of the changing
business model of Higher Education
Emerging trends in planning and budgeting
• The link between Strategic/Operational Planning and budgeting
• Emerging Strategic Objectives for Universities
• Achieving faculty-institutional alignment
• Emerging tools and trends
Trends in University Performance Reporting
• Holistic Dashboard reporting in Higher Education
Effective partnering with Faculty Management, Deans,
Department and Heads
• Overcoming the communication barrier
• Getting Faculty “buy in” - aligning your approach with the changing
needs of decision makers
• Influencing strategies
• Communicating financial realities to non-financial managers
• A “service” culture - Providing financial advice and technical support to
faculty heads and senior management
• Dealing with compliance (and non-compliance!) - Communicating
obligations and compliance realities (expenses management, FBT
exposures etc)
Emerging Skillset of Faculty Finance Professionals
• Reviewing the emerging skill set of higher education finance
professionals
• Providing mentoring and leadership to faculty staff
WORKSHOP SCHEDULE
• 8.30 - 9.00
Registration
• 9.00 - 10.40
Session One
• 10.40 - 11.00 Morning Tea
TRAINING DELIVERY AND
CUSTOMISATION
• 11.00 - 12.30 Session Two
This workshop will be delivered using a three-tiered approach.
The structure of each session is as follows:
1. Technical overview of the topic area under discussion
2. Practical application of management principles in the review of
case studies, worked examples and interactive exercises
3. Discussion of subject outcomes and implementation issues
• 12.30 - 1.30
Lunch
• 1.30 - 3.00
Session Three
• 3.00 - 3.20
Afternoon Tea
• 3.20 - 5.00
Session Four
• 5.00
Close of Workshop
PRE-COURSE QUESTIONNAIRE
Issued to participants prior to the course to ensure your needs are met
Workshop participants will have the opportunity to include
comments and questions about individual expectations, priorities and
issues outlined in the program by way of a pre-course questionnaire.
This feedback will enable the course facilitator to address individual
questions and concerns.
SUPER SAVER DISCOUNT
Receive $200 off registration if you
register and pay by 16 December 2014
CPD/CPE Guide
Clock up to 7 hours of structured learning!*
* Check with your local professional association or society for eligibility.
Faculty Finance Officers’
Workshop 2015
16 February 2015, Melbourne
19 February 2015, Sydney
23 February 2015, Brisbane
Booking Form
VALUE PLUS DISCOUNT
SUPER SAVER DISCOUNT
EARLY BIRD DISCOUNT
Receive $300 off registration if you
book and pay by 18 November 2014
Receive $200 off registration if you
book and pay by 16 December 2014
Receive $100 off registration if you
book and pay by 15 Janurary 2015
Organisation Name
1
Registration Information
Address
Title
Suburb
Full Name or TBA
Title
Position
State
Full Name or TBA
Title
Position
Phone
Fax
Postcode
Full Name or TBA
Position
Phone
Fax
Phone
Fax
Email
Email
Email
Please select the city you wish to attend:
16 February 2015, Melbourne
19 February 2015, Sydney
23 February 2015, Brisbane
Please select the city you wish to attend:
16 February 2015, Melbourne
19 February 2015, Sydney
23 February 2015, Brisbane
Please select the city you wish to attend:
16 February 2015, Melbourne
19 February 2015, Sydney
23 February 2015, Brisbane
* Please photocopy this form if more than three will attend
2
Please confirm my registration for the Faculty Finance Officers’ Workshop 2015
c
No. #
Options (per person)
Your Investment
Workshop (1 Day)
Standard Rate
$1195 + GST = ($1314.50)
Early Bird Rate*
Super Saver Rate**
Value Plus Rate***
$1095 + GST = ($1204.50)
$995 + GST = ($1094.50)
$895 + GST = ($984.50)
* Receive $100 off registration if you register and pay by 15 Janurary 2015
** Receive $200 off registration if you register and pay by 16 December 2014
*** Receive $200 off registration if you register and pay by 18 November 2014
TOTAL incl GST
Note: Course materials, refreshments & lunches are included.Travel and accommodation are NOT included.
All Prices listed in Australian Dollars
Group Discounts Available:
3 – 4 people: 10% off Standard Rate
5 – 7 people: 15% off Standard Rate
FFW0215 - WN
8 + people: 20% off Standard Rate
Conditions:
Group Discounts apply for bookings made simultaneously and on one invoice only. Only one discount applies. Group discounts apply to standard rates only. Group
discounts are not applicable to the Super Saver and Early Bird rates. Liquid Learning Group reserves the right to have sole discretion on an organisation’s eligibility for
discounts.
Fax this form to:
Please Note: Payment is required prior to attending this event.
Payment Details
3
+61 2 8239 9777 Please call us if you require any assistance on: +61 2 8239 9700
Credit Card Details - Please charge my credit card for this registration:
c Credit Card
Card Type
c Cheque (payable to Liquid Learning Group Pty Ltd)
c Electronic Funds Transfer
c Visa
c MasterCard
c Diners Club
c American Express
Note: 2% surcharge applies to Diners Club and American Express payments
Card Number
Expiry
c Please invoice me:
Full Name as on card
Purchase Order No. #
Amount
Cardholder’s Contact Number
Please quote ref FFW0215 and
registrant name
Signature
Send To
5
Authorisation
X
4
Electronic Funds Transfer (EFT)
Please transfer funds directly to:
Westpac Account Name: Liquid
Learning Group Pty Ltd
BSB: 032 002
Account No: 407 273
SWIFT Code: WPACAU2S
Authorising Manager’s Details: This registration is invalid without a signature.
Name
Position
Signature
Date
X
Fax
7
Mail
+61 2 8239 9777
*
Email
Liquid Learning Group Pty Ltd
GPO Box 1542
Sydney NSW 2001
:
Phone
[email protected]
)
+61 2 8239 9700
Registration Policy
Disclaimer
If you are unable to attend this event, you may send a substitute delegate in your place at no additional cost. Please
advise us of any substitutions as soon as possible. Alternatively, you may transfer your registration to another event run
by Liquid Learning Group Pty Ltd. A 10% service fee may apply. Should you wish to cancel your registration, please notify
us in writing as soon as possible and a credit note will be issued valid for use towards any future event held by Liquid
Learning Group Pty Ltd in the twelve months following date of issuance. Cancellation notifications received less than 14
days from the event running will receive a credit note to the value of the registration fee less a service fee of $400 plus
GST. Liquid Learning Group Pty Ltd does not provide refunds for cancellation. The prices above are based on one person
per registration. It is not possible for multiple people to attend within any day of the event on a single registration. Split
tickets, i.e. a different person attending each day of the event, can be arranged. A fee will apply. Please call us for details.
Liquid Learning Group Pty Ltd has taken due care in selecting qualified professionals as its authors and course
facilitators. The information provided by course facilitators is not produced by Liquid Learning Group Pty Ltd and should
not be regarded as advice. Liquid Learning Group Pty Ltd accepts no responsibility for reliance on such information and
recommends that its clients seek further professional advice.
Liquid Learning Group Pty Ltd takes all care to produce high quality events that deliver as promised. All advertised
details are correct at time of publishing. However, when circumstances beyond our control prevail, we reserve the right to
change program content, facilitators or venues. We also reserve the right to cancel or reschedule events if circumstances
arise whereby performance of the event is no longer feasible, possible or legal. Liquid Learning Group Pty Ltd will not be
responsible for any loss or damage arising from any changes to or cancelling or rescheduling of an event. If an event is
cancelled or rescheduled, Liquid Learning Group Pty Ltd will make every effort to contact every registered delegate; if an
event is cancelled or you are unable to attend the rescheduled event you will be issued with a credit note valid for use
towards any future Liquid Learning Group Pty Ltd event held in the twelve months following date of issuance.
Privacy Statement
Liquid Learning Group Pty Ltd is committed to your privacy. All information collected on this registration will be held in the
strictest of confidence and in accordance with the Privacy Act. Liquid Learning Group Pty Ltd will add your information
to a secure database. This will be used primarily to contact you for ongoing research, product development and notice
of future events and services offered by Liquid Learning Group Pty Ltd. Occasionally you may receive information from
organisations associated with Liquid Learning Group Pty Ltd. If you do not wish to receive such information please tick
this box:
To update or have your details deleted please advise our Database team at Liquid Learning Group Pty Ltd,
Level 9, 80 Clarence Street, Sydney NSW 2000, PH: +61 2 8239 9700, FX: +61 2 8239 9777,
email: [email protected] 
© 2014 Liquid Learning Group Pty Ltd ACN 108 - 415 - 354